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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,313 hedge funds and large institutions have $84.2B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 929 increasing their positions, 961 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,313
Holders Change
-33
Holders Change %
-1.41%
% of All Funds
33.53%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
168
Increased
929
Reduced
961
Closed
176
Calls
$1.56B
Puts
$1.23B
Net Calls
+$325M
Net Calls Change
-$170M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.3B
2
Capital International Investors
Capital International Investors
California
+$470M
3
Pzena Investment Management
Pzena Investment Management
New York
+$363M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$296M
5
VanEck Associates
VanEck Associates
New York
+$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
3
Ameriprise
Ameriprise
Minnesota
-$433M
4
Fidelity International
Fidelity International
Bermuda
-$351M
5
BlackRock
BlackRock
New York
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
1176
Spirit of America Management Corp
New York
$903K – – –
VST
1177
Van Strum & Towne
California
$902K -$54.2K -1,000 -6%
PCM
1178
Perkins Capital Management
Minnesota
$902K – – –
CIP
1179
Convergence Investment Partners
Florida
$901K +$348K +6,416 +63%
BFWA
1180
Benchmark Financial Wealth Advisors
Florida
$896K +$69.6K +1,284 +8%
PIM
1181
Penobscot Investment Management
Massachusetts
$895K -$105K -1,939 -11%
KMWM
1182
Keudell/Morrison Wealth Management
Oregon
$892K +$299K +5,511 +50%
FNFDCM
1183
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$892K -$24.7K -455 -3%
MWA
1184
Midland Wealth Advisors
Illinois
$891K +$31.1K +574 +4%
FIM
1185
Fruth Investment Management
Texas
$890K +$5.42K +100 +0.6%
CHC
1186
City Holding Co
West Virginia
$890K -$133K -2,455 -13%
OIA
1187
Optimum Investment Advisors
Illinois
$887K -$35.1K -648 -4%
STA
1188
Summit Trail Advisors
New York
$886K +$256K +4,717 +41%
HCM
1189
Hengehold Capital Management
Ohio
$886K +$108 +2 +0%
PWG
1190
Portside Wealth Group
Utah
$885K +$13.7K +252 +2%
MAM
1191
Mystic Asset Management
Rhode Island
$883K +$11.9K +220 +1%
AIM
1192
Anchor Investment Management
South Carolina
$881K -$293K -5,396 -25%
CWM
1193
Chesapeake Wealth Management
Virginia
$878K -$201K -3,712 -19%
H
1194
HoyleCohen
California
$872K -$3.87M -71,387 -82%
HNWAG
1195
High Net Worth Advisory Group
Florida
$870K +$57.2K +1,055 +7%
MCCP
1196
Mission Creek Capital Partners
California
$868K -$573K -10,558 -40%
BMCM
1197
Black Maple Capital Management
Wisconsin
$868K +$54.2K +1,000 +7%
AIM
1198
Aigen Investment Management
New York
$865K +$865K +15,951 New
PEA
1199
Park Edge Advisors
Ohio
$861K -$44.8K -826 -5%
PFBT
1200
Parkside Financial Bank & Trust
Missouri
$859K -$64K -1,180 -7%
46 47
48
49 50